Finance Calculators

401(k) Fee Calculator

Enter your balance, annual contribution, expected return, and two expense ratios — say, the 0.85% target-date fund your plan defaults to versus a 0.05% index fund on the same menu. The calculator shows the dollar gap at retirement, which is usually far bigger than people expect.

Estimates only — assumes constant returns and fees deducted annually. Not financial advice.

Why a 0.8% fee difference becomes six figures

Fees are charged on your whole balance every year, so they act like a permanent reduction in your return — and the loss compounds, because every dollar taken in fees also stops growing. A $50,000 balance with $10,000/year added, earning 7% for 25 years, ends near $904,000 at a 0.05% fee but only about $780,000 at 0.85%. That ~$124,000 gap is the fee iceberg: the visible fees are small, the lost compounding is not.

How to find your actual fees

Check three layers: each fund's expense ratio (in the plan's fund lineup or the fund fact sheet), plan administration fees (in the annual 404(a)(5) fee disclosure your provider must send), and any advisor wrap fee. Total all-in costs under 0.5% are good; over 1% deserves action. The fix is usually just moving money into the cheapest broad index funds on your plan's menu — nearly every plan has at least one.

When higher fees are (and aren't) worth it

Paying 0.1-0.2% more for a fund that matches your needs is trivial. Paying 1%+ for active management is statistically a bad bet: most active funds trail their index over 15 years, and the ones that will beat it aren't identifiable in advance. The employer match changes nothing about fund choice — take the match, then choose the cheapest diversified options inside the plan.

How to use this calculator

Pull two numbers from your plan's fund lineup: the expense ratio of the fund you're currently in (often a default target-date or actively managed fund) and the cheapest broad-market index fund your plan offers. Enter your current balance, your annual contribution including any employer match, an expected return, and the years until you retire. The gap the calculator shows is money that leaves your account for no added benefit — index funds track the same markets the expensive funds try, and usually fail, to beat. If the difference surprises you, the fix takes about ten minutes: reallocate future contributions and existing balances into the low-cost option on the same menu.

Go deeper on the blog

FAQ

What is a good expense ratio for a 401(k) fund?

Index funds commonly charge 0.02-0.15%. Anything under 0.2% is good; 0.5-1% is expensive; above 1% is a red flag worth escalating to HR, since plan sponsors have a fiduciary duty on fees.

Where do I find what my 401(k) actually charges?

The annual 404(a)(5) participant fee disclosure lists fund expense ratios and administrative costs. Your quarterly statement must also show fees deducted in dollars. If you can't find it, ask your plan administrator.

Are target-date funds a rip-off?

Not inherently — low-cost providers offer them at 0.08-0.15%. But some actively managed target-date series charge 0.7-1%, which buys the same glide path at ten times the price. Compare yours.

Should I stop contributing if my plan's fees are high?

Almost never below the employer match — a 50-100% match dwarfs any fee. Beyond the match, an IRA with cheap funds can beat a high-fee 401(k), and when you leave the job you can roll the balance out.

Does this calculator include plan administration fees?

Enter your total all-in cost (expense ratio plus admin/advisory fees) as each percentage to capture everything. The math treats the number you enter as the total annual drag.

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