401(k) PRICE COMPARISON:
 Plans Using Participant-Directed Brokerage Accounts

PLAN SIZE (in number of eligible employees)

The Rest of the 401(k) Industry

and 401(k) EASY

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SAVE 60% TO 90% EVERY YEAR
by choosing 401(k) Easy
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LOWEST-PRICED BUNDLED PLAN HIGHEST-PRICED
BUNDLED PLAN
25 $2,850/yr $10,700/yr $1045/yr
50 $5,700/yr $21,400/yr $1875/yr
100 $11,400/yr $42,800/yr $3495/yr
150 $17,100/yr $64,200/yr $4495/yr
200 $22,800/yr $85,600/yr $5495/yr

(Source: Based upon statistical information derived from US Department of Labor study referenced below)

 

US Department of Labor Study: 
Projected Total Annual 401(k) Plan Fees
   
401k PROVIDERS  PLAN SIZE  TOTAL
ANNUAL FEES

ANNUAL COST
PER PARTICIPANT
Lowest-Priced TPA Bundled Plan 100 participants $ 11,375.00  $ 114.00
Highest-Priced TPA Bundled Plan 100 participants $ 42,775.00 $ 428.00
(Source: Study of 401(k) Plan Fees and Expenses, April 1998, US Department of Labor)

Information illustrated above was derived from a survey published in the US Department of Labor Study of 401(k) Plan Fees and Expenses, April 1998 (Section 4.3) Survey was based upon a sampling of major national 401(k) third party administrators (TPAs). All fee quotations were for 100 person bundled plans (TPA combines plan administration with investments) using prototype plan documents. The study effectively captures the wide range of expenses that result from diverse fee structures within the 401(k) marketplace.