401k Averages Book Blog

Looking to stand out with sharper 401(k) insights? The newly released 25th Edition of the 401k Averages Book is your trusted source for benchmarking 401(k) plan fees.
Packed with updated data and easy-to-use charts, it’s the go-to tool for RIAs and DCIO professionals who want to deliver more value.

👉 Order your copy today: www.401ksource.com

Here’s a great article from PlanSponsor on 401k plan fees for small vs. larger plans.      “Smaller Plans Larger Costs”  

https://bit.ly/4gaagRs

We have released a new infographic titled “Are All $5,000,000 401(k) Plans Created Equal?”  showing one of the major factors driving the fees of a 401(k) plan is the size of the average account balance.   Click the link below to get a copy of the infographic authored by the 401k Book of Averages.

Are All $5,000,000 401(k) Plans Created Equal?

RAVE REVIEWS FOR THE NEW 401K AVERAGES BOOK 24TH EDITION!

April 25, 2024

We are getting Rave Reviews on the recently released 401k Averages Book 24th Edition.    The new Advisor Compensation data points are invaluable to advisors.    Also new are the Comprehensive Recordkeeping Administration Fees that encompass hard dollar and asset-based recordkeeping costs, along with allocations from Revenue Sharing.    Grab a copy of the 401k Book of Averages – still just $95 plus shipping and handling.

This article is a treasure trove of valuable insights into 401(k) plans and advisor fees.  #EmileHallez  #401kplanfees

Data sheds light on how much 401(k)s pay advisors (investmentnews.com)

FEBRUARY 23, 2024

It’s that time of year! Our helpers are in to pack and ship the new 401k Averages Book. Reed and Luna are excited about the release of the 24^th Editon of the 401k Averages Book. We listened to our subscriber’s feedback and have added advisor compensation and expanded the recordkeeping administration to include hard dollar fees, asset-based fees and any allocation from revenue sharing.

#401kAveragesBook #BookofAverages #OfficeDogs #401kFees

You Asked and We Delivered!

The 401k Averages Book 24th Edition, commonly known as the Book of Averages, will be released mid-February 2024 with an all new look and data points.   You asked for Advisor Compensation data points and we are delivering.   In addition, we are adding a comprehensive recordkeeping administration fee that encompasses both hard dollar recordkeeping costs and allocations to recordkeeping from revenue sharing.   We believe these new data points will prove to be a very beneficial addition to the 401k Averages Book.

Mark your calendars and watch for the new release!

April 20, 2023

401(k) plan participant investment fees declined 3% in 2022.

Although fees fell for all employer-sponsored retirement plans, small plans (with 50 participants and $5 million in assets) still pay higher fees, according to a book that analyzes 401(k) fees.

Investment-related fees paid by 401(k) plan participants continued to decline in 2022, a trend that will benefit balances in the long run, according to the 23rd edition of 401k Averages Book.    To continue reading this article follow this link  https://bit.ly/40oNnRk

March 9, 2023

Fred Barstein does a great job summarizing the top news stories in 401(k) Real Talk each week.  With all the important topices he discussed in this episode, we feel lucky the 401k Averages Book made his list.   It’s a weekly must listen for all retirement plan advisors.    Click here to listen in https://bit.ly/3YBareN