401k Plan Review & Benchmarking

A strategic approach that enables employers to evaluate and optimize their retirement offerings, comparing plan design, investment options, and fees against industry standards to protect participants and reduce fiduciary risk.

What Our 401k Plan Review Covers

Plan Design Evaluation

We evaluate your plan type, employer match structure, vesting schedule, and investment options — identifying opportunities to enhance participation rates, boost employee satisfaction, and align your plan with current industry best practices.

Employer Match Review

Vesting Schedule Analysis

Auto-Enrollment Assessment

Fee Benchmarking

We gather your current fee structure including investment, administrative, recordkeeping, and advisor fees, then compare them as both a dollar amount and percentage of plan assets against industry standards to ensure they are competitive and reasonable.

Investment Fee Analysis

Administrative Fee Review

408(b)(2) Fee Disclosure Review

Communication & Compliance Review

We assess whether your communication strategies effectively inform and engage employees about plan benefits, features, and options, and verify that your plan’s documentation and operations remain fully aligned with ERISA compliance standards.

Employee Education Assessment

ERISA Compliance Check

Summary Plan Description Review

Navigate Every Audit With Confidence

An audit without expert support is a significant liability risk. Admin316 brings over 25 years of ERISA experience to every audit engagement, preparing your plan, protecting your organization, and guiding you through the process from start to finish.

Stay Competitive

A robust 401(k) plan is one of the most powerful tools for attracting and retaining top talent, we ensure your plan keeps pace with what employees expect and what the market demands.

Reduce Fiduciary Risk

Benchmarking enables you to assess plan features and fees against industry standards, identifying and mitigating potential compliance and fiduciary liabilities before they become costly problems.

Optimize Participant Outcomes

By aligning your plan with industry benchmarks, you provide employees a stronger platform for building retirement savings, boost plan engagement, improving financial wellness outcomes across your entire workforce, we handle everything else.

Simple, Proven Process

The plan review and benchmarking process is straightforward. We handle the complexity, all we need is your 408(b)(2) and Summary Plan Description to get started. We get strated right away from there.

client reviews

reese miller

Plan Sponsor, Texas Manufacturing Co.

Supper Experience *

"Admin316 took over our 401(k) administration and immediately gave us confidence we hadn't felt in years. Their expertise is unmatched, we no longer worry about compliance."

"Admin316 has made managing our retirement plan significantly easier. Their team is responsive, knowledgeable, and proactive about the administrative responsibilities that used to take time away from our internal team. Having experienced professionals helping oversee the plan gives us greater confidence that important details aren't being overlooked."

Racheal Admin316 Client

"Working with Admin316 has taken a tremendous amount of administrative work off our plate. They understand the responsibilities that come with sponsoring a retirement plan and help make sure things get handled correctly and on time. The biggest benefit for us has been having a team we can rely on instead of trying to manage everything internally."

Ron Admin316 Client

"Admin316 brought structure and accountability to the way we manage our retirement plan. They helped us better understand who was responsible for what and took over many of the administrative responsibilities our team had been handling. Their knowledge and responsiveness have made them a valuable partner to our organization."

Scott Admin316 Client

"One of the best things about working with Admin316 is knowing there is a team focused on the details of our retirement plan every day. They are proactive, accessible, and willing to explain issues in plain English. It has allowed our management team to spend less time worrying about plan administration and more time running our business."

Paul Admin316 Client

"Admin316 helped simplify what had become a complicated and time-consuming responsibility for our company. Their team has been professional, responsive, and easy to work with. I especially appreciate having a clear process and knowing exactly who is responsible for getting things done."

Ryan Admin316 Client