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The most recognized resource for 401k fee information
The Most Recognized Resource For 401(k) Fee Information
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Use the 401k Averages Book to:

  • Compare plan fees to one of the fee benchmarks in the book.
  • See how your Revenue Sharing compares to the benchmarks.
  • 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.
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401k Averages Book 21st Edition

The 401k Averages Book is a must have resource for anyone working with 401(k) plans.

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The 401k Averages Book Includes:

  • Data updated through September 30, 2020
  • Net investment & revenue sharing data charts
  • Quartile charts illustrating Median, High and Low plan costs.
  • 240 Easy to read fee charts illustrating 401(k) plan and participant fees.
  • Average fee data for plans with $10,000 $50,000 and $100,000 average account balances.
  • Twenty-four sections detailing average fees for plans with 10, 25, 50, 100, 200, 500, 1000 and 2000 participants.
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401k Averages Book Advisor License Bundle

This bundle is ideal for an individual advisor who works with 401(k) plans.

More Info

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Fee Worksheet

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Service Worksheet

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Advisor Report Template 1

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Quartile Chart

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Revenue Sharing Sheet

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Advisor Report Template 2

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