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      • Establishing Certainty in Financial Regulations
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  • Issues & Advocacy

    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
      • Protecting Investors from Premature Account Seizures
    • Comment Letters
    • Amicus Briefs
    Latest Comment Letters:
    ICI Default BG
    Comment Letter

    ICI Comment Letter on the SEC's Filer Status Proposal

    July 21, 2026
    ICI Default BG
    Comment Letter

    ICI Comment Letter Supporting FASB Proposal on Contractual Sale Restrictions

    July 21, 2026
    ICI Default BG
    Comment Letter

    ICI Response on the Future of Tokenisation

    July 16, 2026
  • Research

    Research

    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Statistics
      • All Statistics
      • Combined ETF and Mutual Funds
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Monthly Active and Index Data
        • Monthly ESG Investing Data
        • Quarterly Worldwide Regulated Open-End Fund Market
      • Mutual Funds
        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
        • Monthly Trends in Mutual Fund Investing
        • Monthly Mutual Fund Complex Assets
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Assets in Retirement Accounts
        • Quarterly Mutual Fund Distributions
        • Annual Institutional Mutual Fund Shareholder Data
      • Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Closed-End Funds
        • Quarterly Closed-End Fund Assets
      • UITs
        • Monthly Unit Investment Trust Deposits
      • More Statistics
        • 529 Plan Program Statistics
        • Quarterly Retirement Market Data
    • Investment Company Fact Book
    • Closed-End Funds
    • Defined Contribution Plans
      • 401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • ETF Ownership
    • Fees and Expenses
    • IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Fund Ownership
    • Publications
      • ICI Research Perspective
    • Global
      • Global Industry Research
    Featured Publication
    Image
    Female office worker looking at her mobile device in the office
    Perspective

    The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2025 (pdf)

    July 6, 2026
    Latest Research
    A female looking at her iphone while sitting on a bench outside an office building
    ICI Viewpoints

    What Tokenization Could Mean for Funds and Their Investors

    July 15, 2026
    Office workers in a room talking and looking at an ipad
    White Paper

    Tokenization: An Asset Management Perspective

    July 15, 2026
    A couple reviewing information paper and their laptop at their home
    ICI Viewpoints

    States Should Not Mistake Long-Term Investing for Abandonment

    July 14, 2026
  • Resource Hubs

    Resource Hubs

     Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

    View all Resource Hubs

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • Collective Investment Trusts
    • Commodity Investments
    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
    • Treasury Clearing
  • News & Opinions

    News & Opinions

    Read ICI’s latest publications, press releases, statements, and blog posts.

    View all News and Opinions

    • News Releases
    • ICI Viewpoints Blog
    • Opinions
      • Op-Eds & Letters to the Editors
    Latest News:
    Image
    A female office employee working on a laptop at her office desk by a window
    News Release

    Middle-Class Investors Will Save Billions of Dollars by Switching to Default E-Delivery

    July 16, 2026
    A female looking at her iphone while sitting on a bench outside an office building
    ICI Viewpoints

    What Tokenization Could Mean for Funds and Their Investors

    July 15, 2026
    Office workers reviewing content on an ipad in the office hallway
    News Release

    Through an Investor Lens: ICI Paper Examines Tokenization in Asset Management

    July 15, 2026
  • Events

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    See ICI’s upcoming and past events.

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    Image
    Nashville skyline

    Compliance, Risk, and Legal Conference -
    Registration is Now Open!

    September 15 - 17

    Jul 22

    ICI Affiliate Event

    Navigating the Retail Frontier: Survey Insights on the Retailization of Alternative Assets

    New York, NY

    Sep
    15-17

    ICI Conference

    Compliance, Risk, and Legal Conference

    Nashville, TN
  • Sign Up
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Main navigation
  • Issues & Advocacy
    Issues & Advocacy

    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
      • Protecting Investors from Premature Account Seizures
    • Comment Letters
    • Amicus Briefs
  • Research
    Research

    Research

    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Statistics
      Statistics
      • All Statistics
      • Combined ETF and Mutual Funds
        Combined ETF and Mutual Funds
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Monthly Active and Index Data
        • Monthly ESG Investing Data
        • Quarterly Worldwide Regulated Open-End Fund Market
      • Mutual Funds
        Mutual Funds
        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
        • Monthly Trends in Mutual Fund Investing
        • Monthly Mutual Fund Complex Assets
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Assets in Retirement Accounts
        • Quarterly Mutual Fund Distributions
      • Exchange Traded Funds
        Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Closed-End Funds
        Closed-End Funds
        • Quarterly Closed-End Fund Assets
      • UITs
        UITs
        • Monthly Unit Investment Trust Deposits
      • More Statistics
        More Statistics
        • 529 Plan Program Statistics
        • Quarterly Retirement Market Data
    • Investment Company Fact Book
    • Closed-End Funds
    • Defined Contribution Plans
      Defined Contribution Plans
      • 401(k)s
        401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • ETF Ownership
    • Fees and Expenses
    • IRAs
      IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Fund Ownership
    • Publications
      Publications
      • ICI Research Perspective
    • Global
      Global
      • Global Industry Research
  • Resource Hubs
    Resource Hubs

    Resource Hubs

     Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

    View all Resource Hubs

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • Collective Investment Trusts
    • Commodity Investments
    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
    • Treasury Clearing
  • News & Opinions
    News & Opinions

    News & Opinions

    Read ICI’s latest publications, press releases, statements, and blog posts.

    View all News and Opinions

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Breadcrumb

  1. HOME
  2. RESEARCH
  3. DEFINED CONTRIBUTION PLANS
  4. 401KS
  5. 401(K) PLAN SERVICES, FEES, AND EXPENSES

401(k) Plan Services, Fees, and Expenses

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses


Female office worker looking at her mobile device in the office
Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2025 (pdf)

July 6, 2026
Female office worker looking at her mobile device in the office
Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2025 (pdf)

July 6, 2026
ICI Default BG
Perspective

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2025 (xlsx)

July 6, 2026
ICI Default BG
Perspective

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2025 (xlsx)

July 6, 2026
A couple reviewing documents at the kitchen table
Perspective

The Role of IRAs in US Households’ Saving for Retirement, 2025 (pdf)

June 3, 2026
A couple reviewing documents at the kitchen table
Perspective

The Role of IRAs in US Households’ Saving for Retirement, 2025 (pdf)

June 3, 2026
ICI Default BG
Perspective

Supplemental Tables: The Role of IRAs in US Households’ Saving for Retirement, 2025 (xlsx)

June 3, 2026
Two men having a discussion over content on their laptop
Perspective

A Closer Look at 401(k) Plan Target Date Fund Investors’ Account Balance Asset Allocations Over Time (pdf)

May 28, 2026
View More 401(k) Plan Services, Fees, and Expenses

Defined Contribution/401(k) Fee Study


ICI Default BG
Research

Inside the Structure of Defined Contribution/401(k) Plan Fees (pdf)

November 15, 2011
ICI Default BG
Research

Defined Contribution/401(k) Fee Study (pdf)

June 24, 2009
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