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Investment Fee Benchmarking

PEI’s fee benchmarking compares expense ratios against institutional benchmarks. Rather than relying solely on industry averages, which may include retail fees and expenses, PEI’s proprietary, expense-based peer groups typically exclude these retail share classes, enabling clients to determine how the management expense ratio of each of their plan’s investments ranks against other similar institutional investments. This approach enables fiduciaries to consider the right information in the right way so they can truly make informed decisions.

Our difference is demonstrated in how we:

  • Create proprietary institutional peer groups for fee benchmarking, thus creating more accurate comparison points
  • Employ a knowledgeable and experienced team of experts who develop more appropriate benchmarks rather than relying on the industry norms
  • Graphically illustrate fees against peer group percentiles, creating an easy to view analysis