Survey on Pension Fund Expenses

The Survey on Pension Fund Expenses is designed to let plan sponsors know if their plan operating costs are reasonable. Our objective is to provide a solid benchmark to support the goal of effective plan governance.

Participating Companies will receive a summary of all the data at no charge and may order a customized analysis comparing their plans to plans of comparable size.

The survey began in 2010 and is conducted annually. 

• Download the 2011 Survey Questionnaire. 

• List of Participating Plan Sponsors.

• Compare your own pension fund against the 2011 database.

• Join our mailing list.