Plan Ledger DOL Form 5500 · updated monthly

Kansas University Endowment Association401(k)

KU ENDOWMENT ASSOCIATION EMPLOYEES 401(K) PLAN · LAWRENCE, KS · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Kansas University Endowment Association reported $1,901 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,201 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 0.008% to 0.006%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 202nd-largest of 828 plans among Kansas employers on file, and the 660th of 3,341 in other services. In 2024, employees put in $4.77 for every $1.00 the employer contributed; active participation has grown from 164 to 182 since 2022.

Plan summary
Net assets, end of year$32,689,870
Participants with balances234
Active participants182
Employer contributions$400,589
Employee contributions$1,912,424
Employer contribution per active participant$2,201
Average account balance$139,700
Benefits paid to participants$2,238,393
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.7M · 234 accts · $401K emplr
2023$28.7M · 236 accts · $366K emplr
2022$26.9M · 218 accts · $331K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,901
Total administrative$1,901
The Kansas University Endowment Association 401(k) match · 2024
Employer contribution per active participant$2,201
Median for plans this size$2,416
2024$2,201 per active participant
2023$2,078 per active participant
2022$2,017 per active participant

Kansas University Endowment Association's 2024 employer contribution ran below the $2,416 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 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$1,901

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$1,901 · 0.01%
2023$1,776 · 0.01%
2022$2,277 · 0.01%
Same employer
Similar plansOther Services · Kansas
Wachter, Inc. KS$79.9M · 0.15%
Cstk Inc. KS$37.2M · 0.18%
Unbound KS$22.3M · 0.21%
Pk Companies Group, LLC KS$15.3M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480547734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.