Multnomah Group

A Guide to Retirement Plan Fees & Expenses

Multnomah Group White Paper
July 2017

In this paper, we will discuss retirement plan fees and expenses with the intention of assisting retirement plan sponsors in achieving a greater understanding of their Plan’s fees.

For the purposes of this paper, we will categorize the fees and then detail the specific functions typically related to each expense.

Generally, retirement plan fees can be classified into three main categories:

  • Asset-based fees and expenses are calculated as a percentage of plan assets and can be based on a portion or all assets of the Plan.
  • Participant-based fees and expenses are calculated based on the number of participants in the Plan, or eligible for the Plan.
  • Itemized service fees and expenses are typically applied as a fixed charge for a specific service provided to the Plan or a specific participant.

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White Paper

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