Plan Ledger DOL Form 5500 · updated monthly

Kennedy-Wilson Holdings, Inc.401(k)

KENNEDY WILSON 401(K) PLAN · BEVERLY HILLS, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Kennedy-Wilson Holdings, Inc. reported $87,785 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $4,793 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 0.67% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,284th-largest of 9,483 plans among California employers on file, and the 381st of 2,096 in real estate & leasing. In 2024, employees put in $3.56 for every $1.00 the employer contributed; active participation has grown from 117 to 155 since 2022.

Plan summary
Net assets, end of year$36,820,302
Participants with balances336
Active participants155
Employer contributions$742,892
Employee contributions$2,647,223
Employer contribution per active participant$4,793
Average account balance$109,584
Benefits paid to participants$4,246,416
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.8M · 336 accts · $743K emplr
2023$31.8M · 343 accts · $620K emplr
2022$25.8M · 321 accts · $543K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,303
Investment management$32,500
Audit (IQPA)$16,500
Total administrative$87,785
The Kennedy-Wilson Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$4,793
Median for plans this size$2,416
2024$4,793 per active participant
2023$4,078 per active participant
2022$4,639 per active participant

Kennedy-Wilson Holdings, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
MORGAN STANLEY · Investment advisory (plan)$32,500
PENSION ASSURANCE LLP · Accounting / audit$16,500

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$87,785 · 0.26%
2023$71,141 · 0.25%
2022$187,896 · 0.67%
Same employer
Similar plansReal Estate & Leasing · California
Tah Operations, LLC CA$38.2M · 0.12%
Murcor, Inc. CA$36.3M · 0.33%
USA Properties Fund, Inc. CA$34.7M · 0.48%
Adeia Inc. CA$34.6M · 0.20%
Steelwave, Inc. CA$34.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260508760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.