Plan Ledger DOL Form 5500 · updated monthly

The Marcus Corporation401(k)

THE MARCUS CORP 401K RETIREMENT SAVINGS PLAN · MILWAUKEE, WI · plan year 2025

Reported admin expense ratio · 2025
0.15%

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

The Marcus Corporation reported $171,859 in plan administrative expenses for 2025: 0.15% of average plan assets, above the peer median. Employer contributions averaged $627 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 4 years on file its reported administrative ratio has held roughly steady near 0.147%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 193rd-largest of 1,936 plans among Wisconsin employers on file, and the 70th of 2,240 in accommodation & food services. In 2025, employees put in $2.22 for every $1.00 the employer contributed; active participation has grown from 4,613 to 5,109 since 2022.

Plan summary
Net assets, end of year$125,415,453
Participants with balances1,803
Active participants5,109
Employer contributions$3,204,641
Employee contributions$7,101,840
Employer contribution per active participant$627
Average account balance$69,559
Benefits paid to participants$9,457,496
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history4
Yearassets · accounts · employer contribution
2025$125.4M · 1,803 accts · $3.2M emplr
2024$108.7M · 1,689 accts · $2.9M emplr
2023$91.6M · 1,603 accts · $2.6M emplr
2022$77.9M · 1,572 accts · $4.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$152,867
Investment management$18,992
Total administrative$171,859
The The Marcus Corporation 401(k) match · 2025
Employer contribution per active participant$627
Median for plans this size$4,093
2025$627 per active participant
2024$576 per active participant
2023$567 per active participant
2022$901 per active participant

The Marcus Corporation's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$152,389
SAVANT CAPITAL LLC · Investment advisory (participants)$9,946

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

Administrative cost history4
2025$171,859 · 0.15%
2024$156,842 · 0.16%
2023$127,775 · 0.15%
2022$122,991 · 0.15%
Same employer
Similar plansAccommodation & Food Services · Wisconsin
Cca Industries, Inc. VA$139.1M · 0.20%
Dine Brands Global, Inc. CA$134.7M · 0.08%
Flynn Restaurant Group LP OH$118.5M · 0.35%
Las Vegas Sands Corp. NV$117.9M · 0.11%
Tauck, Inc. CT$112.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391139844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.