A Review of Our Annual Retirement Plan Fee Benchmarking

Each year, we gather fee data from the different providers our clients utilize as recordkeepers for their plan(s). We compile the information and produce a report outlining the fees paid for recordkeeping the plan and benchmark those fees against peer group ranges.
Our fee benchmarking webinar covers:
  • The importance of fee benchmarking
  • Notable key results from the 2023 data
  • Understanding peer group range
  • What to do if plan expenses are above the peer group range
  • The benefits of a full vendor search
  • Identifying other areas where recordkeepers could generate profits from your plan

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