Browsing Tag
401(k) Averages Book
9 posts
The 401(k) Averages Book is a financial industry resource that tracks and reports the average costs of 401(k) retirement plans. It provides benchmark data on plan fees, expenses, and features based on plan size and participant count. Widely used by employers, advisors, and fiduciaries, it helps evaluate whether a plan’s costs are reasonable and competitive compared to industry norms.
25th 401k Averages Book: Plan Fees Still Declining
New edition shows lower investment and recordkeeping fees driving lower total plan costs for employers and participants
June 10, 2025
Latest 401k Averages Book Broadens Scope on Advisor Pay, Recordkeeping Admin
Reader feedback leads to the enhancements in 24th Edition of plan fee benchmarking tool, released today
February 22, 2024
401(k) Plan Fees Declining, But Small Plans Still Pay More
Just-released 23rd edition of the 401k Averages Book provides non-biased, comparative 401(k) average cost information
February 21, 2023
401(k) Plan Costs and Investment Fees Continue to Decline
Since 2017 small plan total plan costs have dropped 0.06% from 1.25%
February 15, 2022
401(k) Fees Continue to Fall
A bit of good news after a horrible year. The latest edition of the 401k Averages Book 21st…
March 11, 2021
Fees for Large and Small 401(k) Plans Continue to Fall
401k plan costs decline as both small and large retirement plans see lower fees, benefiting sponsors and participants long term.
February 24, 2020
How a Silicon Valley Startup Aims to Disrupt the 401(k) Provider Market
A Silicon Valley tech startup is preparing to take aim at traditional 401(k) plan providers after announcing the…
August 8, 2019
Average Cost of Large and Small 401(k) Is …
The average total plan cost for a small retirement plan (100 participants/$5 million in assets) declined from 1.25…
February 25, 2019
The Biggest Driver in 401(k) Plan Pricing?
Average 401k Balance reached six figures in 2017, with higher balances linked to lower fees, as outlined in the 401k Averages Book.
February 21, 2018