401k Averages Book 26th Edition

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

Use the average fee data to:

• Evaluate your plan fees against established benchmarks
• Identify which quartile your plan fees fall into
• Provide prospects and clients with credible benchmarking support

The 401k Averages Book is the only resource dedicated exclusively to non-biased, comparative 401(k) fee data. It equips professionals with the essential benchmarking information needed to determine whether plan costs are above, below, or in line with industry averages.

Take a proactive approach.  Review the fees disclosed in your 408(b)(2) notice and measure them against the benchmarks found in the 401k Averages Book.

The 26th Edition 401k Averages Book includes:

• Advisor Compensation Data Points
• Comprehensive Recordkeeping Administration Fee, encompassing hard dollar and asset-based recordkeeping costs along with any allocations from Revenue Sharing
• 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 and revenue sharing data charts
• Quartile charts illustrating Median, High and Low plan costs included within their specific plan scenario sections
• 288 Easy to read charts
• Step-by-step guide on how to conduct a 401(k) plan fee comparative study
• Access to the infographics and Special Reports

What Type of Information Will I Find?

For each plan scenario you will find updated charts illustrating:

• Average Plan Cost per Participant
• Percentage Breakdown of Plan Costs
• Range of Advisor Compensation
• Average Investment Cost
• ... and much more!