Calculating 401(k) Plan Costs

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

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Types of 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 “Fund 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.


Must-See 2-Minute Video

How Fisher helps benchmark plan fees

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


Are you getting the best deal?

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


Free Cost Estimator

Download our complimentary cost estimator to help you quantify your plan costs.


Get your free custom analysis

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


Case Study

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


Schedule your free consultation

One of our 401(k) business specialists would love to talk to you about your company's retirement plan needs.


Additional Resources

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Are you getting the best deal?
A book cover that reads Retirement Plan Cost Guide