Buy the 401K Averages Book

24th Edition

Retirement plan professionals with the essential comparative 401(k) fee benchmarking information they need to see if their plan costs are above or below average.
Wealth managers with comparative average 401(k) fee data for their 401(k) to IRA rollovers.

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NEW! Advisor Compensation Data Points
NEW! Comprehensive Recordkeeping Administration Fee, encompassing hard dollar and asset-based recordkeeping costs along with any allocations from Revenue Sharing.

Compare plan 401(k) fees to one of the fee benchmarks in the book.
See how your Revenue Sharing compares to the 401k fee benchmarks.
Help your prospects and clients understand how their 401(k) average fees compare.
Compare your 408(b)(2) fee disclosure form fees to one of the many benchmarks.

This 401k book of averages is a must have resource for anyone working with 401k plans.

NEW! Advisor Compensation Data Points
NEW! Comprehensive Recordkeeping Administration Fee, encompassing hard dollar and asset-based recordkeeping costs along with any allocations from Revenue Sharing.
Updated product universe
Updated data through September 30, 2023
Twenty-four sections detailing average fees for plans with 10, 25, 50, 100, 200, 500, 1000 and 2000 participants
Average fee data for plans with $10k, $50k & $100k average account balances
Net investment & revenue sharing data charts
Quartile charts illustrating Median, High and Low plan costs.
288 Easy to read fee charts illustrating 401(k) plan and participant fees.