Plan Ledger DOL Form 5500 · updated monthly

Keller Williams Realty, Inc.401(k)

KWRI 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Keller Williams Realty, Inc. reported $46,789 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,080 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 0.19% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 738th-largest of 5,688 plans among Texas employers on file, and the 154th of 2,096 in real estate & leasing. In 2024, employees put in $1.42 for every $1.00 the employer contributed; active participation has shrunk from 1,006 to 446 since 2022.

Plan summary
Net assets, end of year$83,038,731
Participants with balances892
Active participants446
Employer contributions$4,049,590
Employee contributions$5,737,447
Employer contribution per active participant$9,080
Average account balance$93,093
Benefits paid to participants$10,072,078
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$83.0M · 892 accts · $4.0M emplr
2023$71.9M · 1,073 accts · $4.3M emplr
2022$69.0M · 1,442 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,789
Total administrative$46,789
The Keller Williams Realty, Inc. 401(k) match · 2024
Employer contribution per active participant$9,080
Median for plans this size$3,635
2024$9,080 per active participant
2023$7,521 per active participant
2022$6,442 per active participant

Keller Williams Realty, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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
ADP, INC. · Loan processing · Recordkeeping$46,789

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$46,789 · 0.06%
2023$49,149 · 0.07%
2022$122,350 · 0.19%
Same employer
Similar plansReal Estate & Leasing · Texas
Stream Realty Partners TX$97.1M · 0.31%
Lgi Homes, Inc. TX$91.0M · 0.24%
Stream Realty Partners TX$73.2M · 0.40%
Dwyer Franchising LLC TX$71.8M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742756628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.