Calculating 401(k) Plan Fees

How can you tell if you’re getting a good deal for your 401(k) plan? Fisher can help.


TYPES OF 401(k) PLAN FEES





There are typically four types of 401(k) plan fees.


Advisory

Fees paid to a plan advisor for investment management, fiduciary services, vendor management and employee support.

Investment

Also called β€œFund Fees,” these fees are associated with investments within a plan.

Administrative

Fees paid to a record keeper and a third-party administrator (TPA) for the day-to-day plan operations.

Ancillary

Fees paid for audits or legal counsel to help you comply with laws and regulations.




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ForHow Fisher Helps Benchmark 401(k) Plan FeesView Transcript

How Fisher Helps Benchmark 401(k) Plan Fees

Watch this short video from a Fisher small business specialist to learn how Fisher helps plan sponsors assess plan fees.

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Our Plan Cost Guide provides step-by-step instructions for you to calculate your plan fees.

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Fisher will compare your fees to the industry average and identify opportunities for you to get more for less.

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Case Study

See how a plan sponsor can use a fee analysis to improve their plan.
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