401K Averages Book
The 401(k) Averages Book is the premier resource for unbiased 401(k) fee comparisons and plan benchmarking. It is specifically designed to provide:
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Retirement plan professionals with essential benchmarking data to assess whether their plan costs are above or below industry averages.
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Wealth managers with comparative 401(k) fee data for evaluating 401(k) to IRA rollovers
New 25th Edition
Maximize Your 401(k) Plan Efficiency
- In-Depth Advisor Compensation Insights
Gain access to crucial data on advisor compensation. - Complete Recordkeeping Fee Breakdown
Understand the full scope of recordkeeping costs, including both hard dollar and asset-based fees, plus allocations from revenue sharing.
Use the 401k Averages Book to Compare 401(k) Fees, Conduct Benchmarking, and More
- 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.
The 401k Averages Book Includes:
- Advisor Compensation Data Points
- 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, 2024
- 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.
More 401k Fee Comparison & Benchmarking Info
Fee Worksheet
Service Worksheet
Advisor Report Template 1
Quartile Chart
Advisor Comp Page
Advisor Report Template 2
Thank You for your interest in the 401k Averages Book
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