Plan Ledger DOL Form 5500 · updated monthly

University of Hawaii Foundation403(b)

UNIVERSITY OF HAWAII FOUNDATION 403(B) PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

University of Hawaii Foundation reported $38,312 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,708 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 1 year on file its reported administrative ratio rose from 0.09% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 72nd-largest of 269 plans among Hawaii employers on file, and the 1,171st of 3,091 in educational services. In 2024, the employer put in $1.50 for every $1.00 employees contributed themselves; active participation has grown from 89 to 114 since 2022.

Plan summary
Net assets, end of year$34,854,787
Participants with balances334
Active participants114
Employer contributions$878,754
Employee contributions$587,162
Employer contribution per active participant$7,708
Average account balance$104,356
Benefits paid to participants$3,819,232
Plan auditUnmodified (clean) audit opinion
AuditorKMH LLP
Plan history3
Yearassets · accounts · employer contribution
2024$34.9M · 334 accts · $879K emplr
2023$33.1M · 328 accts · $821K emplr
2022$28.3M · 318 accts · $754K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,312
Total administrative$38,312
Employer contributions to the University of Hawaii Foundation plan · 2024
Employer contribution per active participant$7,708
Median for plans this size$2,416
2024$7,708 per active participant
2023$7,819 per active participant
2022$8,473 per active participant

University of Hawaii Foundation'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 · 20241
TIAA$38,312

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$38,312 · 0.11%
2023$28,882 · 0.09%
2022Not separately reported
Similar plansEducational Services · Hawaii
Hawaii Pacific University HI$86.2M · 0.32%
Hawaii Preparatory Academy HI$42.6M · 0.18%
Le Jardin Academy HI$25.0M · 0.00%
Parker School Corporation HI$12.6M · 0.00%
Hanalani Schools HI$7.7M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990085260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.