Plan sponsors have their 408(b)(2) notices in hand and should be looking to determine if their plan costs are reasonable. The 401k Averages Book is an easy way to answer the fee reasonability question.
The 401k Averages Book is the only resource book available for non-biased, comparative 401(k) fee information. It was designed to provide professionals with the essential comparative 401(k) fee information they need to see if their plan costs are above or below average.
Use the 401k Averages Book to:
- Compare plan fees to one of the fee benchmarks in the book.
- Help your prospects and clients understand how their 401(k) fees compare.
- Compare your 408(b)(2) fee disclosure form fees to one of the many benchmarks.
- See how your Revenue Sharing compares to the benchmarks.
The 401k Averages Book includes:
- Net investment & revenue sharing data charts
- 176 Easy to read fee charts illustrating 401(k) plan and participant fees.
- Sixteen sections detailing average fees for plans with 10, 25, 50, 100, 200, 500, 1000 and 2000 participants.
- Average fee data for plans with $10,000 and $50,000 average account balances.
- Quartile charts illustrating Median, High and Low plan costs.
- Data updated through 9/30/15.