| BUSINESSWEEK ONLINE : NOVEMBER 1, 1999 ISSUE | ||||||||
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| FINANCE
Comparing 401(k) Expenses Retail mutual funds are popular choices for 401(k) plans, but they are the
most expensive. There are lower cost alternatives, as measured by average
annual expenses.
LARGE-CAP SMALL-CAP FOREIGN
EQUITIES EQUITIES EQUITIES
RETAIL MUTUAL FUND 1.22% 1.49% 1.71%
INSTITUTIONAL MUTUAL FUND 0.83 1.09 1.18
COMMINGLED TRUST FUND* 0.63 0.87 0.89
SEPARATELY MANAGED ACCOUNT* 0.54 0.81 0.67
*Assumes $50 million account
DATA: CERULLI ASSOCIATES
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RELATED ITEMS The New 401(k) Bonanza: Lower Fees TABLE: Comparing 401(k) Expenses INTERACT E-Mail to Business Week Online | |||
