Plan Ledger DOL Form 5500 · updated monthly

Kahala Senior Living Community, Inc.401(k)

KAHALA NUI 401(K) PLAN · HONOLULU, HI · plan year 2022

Reported admin expense ratio · 2022
0.77%

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

Kahala Senior Living Community, Inc. reported $108,923 in plan administrative expenses for 2022: 0.77% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,271 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Hawaii (145th of 269), and the 4,950th of 11,911 in health care & social assistance. In 2022, employees put in $2.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,821,443
Participants with balances449
Active participants337
Employer contributions$428,469
Employee contributions$1,107,690
Employer contribution per active participant$1,271
Average account balance$28,556
Benefits paid to participants$1,737,788
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $460K emplr
2022$12.8M · 449 accts · $428K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,485
Investment management$96,438
Total administrative$108,923
The Kahala Senior Living Community, Inc. 401(k) match · 2022
Employer contribution per active participant$1,271
Median for plans this size$2,266

Kahala Senior Living Community, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$108,923 · 0.77%
Same employer
Similar plansHealth Care & Social Assistance · Hawaii
Kalihi-Palama Health Center HI$12.9M · 0.29%
Waikiki Health HI$12.8M · 0.02%
Child and Family Service HI$11.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990290103 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.