Plan Ledger DOL Form 5500 · updated monthly

National Tropical Botanical Garden403(b)

NATIONAL TROPICAL BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN 403(B) DC AND TDA PLAN · KALAHEO, HI · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

National Tropical Botanical Garden reported $758 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,841 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 rose from 0.003% to 0.005%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 116th-largest of 269 plans among Hawaii employers on file, and the 464th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.93 for every $1.00 the employer contributed; active participation has grown from 92 to 108 since 2022.

Plan summary
Net assets, end of year$17,360,406
Participants with balances277
Active participants108
Employer contributions$198,880
Employee contributions$383,595
Employer contribution per active participant$1,841
Average account balance$62,673
Benefits paid to participants$484,123
Plan auditUnmodified (clean) audit opinion
AuditorKKDLY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 277 accts · $199K emplr
2023$15.4M · 274 accts · $184K emplr
2022$14.3M · 265 accts · $148K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$758
Total administrative$758
Employer contributions to the National Tropical Botanical Garden plan · 2024
Employer contribution per active participant$1,841
Median for plans this size$2,416
2024$1,841 per active participant
2023$1,880 per active participant
2022$1,610 per active participant

National Tropical Botanical Garden'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.

Administrative cost history3
2024$758 · 0.00%
2023$558 · 0.00%
2022$443 · 0.00%
Same employer
Similar plansArts, Entertainment & Recreation · Hawaii
Kukio Golf and Beach Club HI$19.8M · 0.12%
McCarter Theatre Company NJ$17.7M · 0.10%
Memphis Basketball LLC TN$17.4M · 0.51%
Reading International, Inc. CA$17.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 526057064 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.