Plan Ledger DOL Form 5500 · updated monthly

Waikiki Health401(k)

403(B) THRIFT PLAN OF WAIKIKI HEALTH · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Waikiki Health reported $2,199 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,536 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 0.016% to 0.019%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Hawaii (146th of 269), and the 4,958th of 11,911 in health care & social assistance. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,792,796
Participants with balances275
Active participants199
Employer contributions$504,715
Employee contributions$854,111
Employer contribution per active participant$2,536
Average account balance$46,519
Benefits paid to participants$783,605
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 275 accts · $505K emplr
2023$10.6M · 310 accts · $458K emplr
2022$8.7M · 310 accts · $446K emplr
The Waikiki Health 401(k) match · 2024
Employer contribution per active participant$2,536
Median for plans this size$2,416
2024$2,536 per active participant
2023$2,279 per active participant
2022$2,176 per active participant

Waikiki Health's 2024 employer contribution ran above 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,928

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$2,199 · 0.02%
2023$1,040 · 0.01%
2022$1,481 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Hawaii
Kalihi-Palama Health Center HI$12.9M · 0.29%
Child and Family Service HI$11.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990159253 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.