Plan Ledger DOL Form 5500 · updated monthly

Roku, Inc.401(k)

ROKU, INC. 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Roku, Inc. reported $70,005 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.023% to 0.022%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other information & media employers. By assets it is the 354th-largest of 9,483 plans among California employers on file, and the 122nd of 2,199 in information & media. In 2024, employees put in $3286.63 for every $1.00 the employer contributed; active participation has shrunk from 2,897 to 2,427 since 2022.

Plan summary
Net assets, end of year$363,009,368
Participants with balances2,879
Active participants2,427
Employer contributions$15,903
Employee contributions$52,267,348
Employer contribution per active participant$7
Average account balance$126,089
Benefits paid to participants$26,298,965
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$363.0M · 2,879 accts · $16K emplr
2023$280.6M · 2,899 accts · $12K emplr
2022$196.8M · 2,972 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,005
Total administrative$70,005
The Roku, Inc. 401(k) match · 2024
Employer contribution per active participant$7
Median for plans this size$4,294
2024$7 per active participant
2023$5 per active participant

Roku, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$70,005

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$70,005 · 0.02%
2023$62,009 · 0.03%
2022$43,696 · 0.02%
Same employer
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Roblox Corporation CA$570.0M · 0.00%
Dropbox, Inc. CA$541.6M · 0.04%
Snowflake Inc. CA$529.4M · 0.04%
Yelp Inc. CA$364.2M · 0.12%
Credit Karma, LLC CA$359.3M · 0.08%
Zendesk, Inc. CA$352.2M · 0.01%
Linquest Corporation CA$320.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262087865 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.