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I'm trying to analyze the average 401(k) plan fees for the past 10 years lets say. Any good public research out there? Thanks?

Mar 12, 2012 by gg in  |  Flag
2 Answers  |  3 Followers
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4 votes
George Cones, JD Level 20

Yes, there are a couple of great studies that were done by Deloitte for the Investment Company Institute, here is a link to the most recent study, http://www.ici.org/pdf/rpt_11_dc_401k_fee_study.pdf The "all-in" fees are sliced and diced any number of ways. This is very useful. If you are a plan participant you should be getting information about your fees in the next several months due to new DOL Regulations. It may be useful to visit the DOL Pension website at, http://www.dol.gov/dol/topic/retirement/consumerinfpension.htm . They have several documents that can help you understand the fees you pay, as well as what you should expect from the fiduciaries that manage your plan

Comment   |  Flag   |  Mar 26, 2012 from Wilmington, DE

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2 votes

Brightscope and Judy Diamond are two that I know of. To what end are you performing this analysis?

2 Comments   |  Flag   |  Mar 12, 2012 from Port Washington, NY

Thanks for your answer. I'm new to Brightscope and couldn't locate the data on an industry wide basis.

Flag |  Mar 12, 2012

I'm looking at this from a 401(k) provider perspective. Over the years, how much fees have they lost, and given disclosure changes and competition, how this could play our.

Flag |  Mar 12, 2012

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