401k Averages Book Blog

Welcome to the 401k Averages Book Blog!

First, we at Pension Data Source are excited to release the new 23rd Edition 401k Averages Book. We have been publishing this book for 23 years now and it is still the most recognized source book for average fee benchmarking data. Financial professionals, as well as plan sponsors, find this most useful when benchmarking their client’s 401(k) plan fees. Check out our short video and check back often for industry updates and useful links!

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


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