401K Averages Book

Retirement plan professionals evaluate whether plan costs are above or below industry averages using reliable benchmarking data
Wealth managers compare 401(k) fees to support informed 401(k) to IRA rollover analysis
Used by RIAs, DCIOs and Financial Professionals nationwide

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26th Edition!

In-Depth Advisor Compensation Insights
Clear, Actionable Benchmarking Data
Complete Recordkeeping Fee Breakdown
Understand hard dollar fees, asset-based fees and allocations from revenue sharing in one complete view

Benchmark plan fees against trusted industry averages and quartile comparisons.
Evaluate Revenue Sharing against objective 401(k) fee benchmarks.
Help prospects and clients understand how their plan fees compare to industry norms.
Analyze 408(b)(2) fee disclosures to one of the many benchmarks.
Support Fiduciary review discussions with credible, independent fee data.

The 401k Book of Averages is an essential resource for anyone working with 401(k) plans.

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, 2025
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.