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Retirement Plan Fees Are Falling ... Right? (PDF)
Ekon Benefits
May 13, 2016 "In comparing the cost data from 2015 to the previous year ... the net investment expense decreased ... [T]his is most likely due to consumer demand for lower cost funds.... Another common trend ... is increasing revenue sharing expenses. Except in the scenarios with more than 1,000 participants and $50,000 average account balances, revenue sharing expense increased ... For the small plan scenarios with fewer than 25 participants and $250,000 or less in total assets, revenue sharing expense increased more than 0.10% of plan assets, on average." MORE >> |
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