Georgia Retirement Plan Benchmarks

Statewide benchmarks across every Form 5500 filer headquartered in the state. Sourced from 23,089 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 23,089
Total assets: $444.8B
Total participants: 333,612
Median expense ratio: 0.37%
Median employer contribution per active participant: $2,227
Median account balance: $53,403
3-year asset growth (2022–2024): +30.3%

Expense ratio distribution

25th percentile: 0.12%
Median: 0.37%
75th percentile: 0.90%

Where the fees go (average mix)

Admin / Recordkeeping: 27.3%
Investment Management: 17.8%
Audit: 1.5%
Legal: 0.1%

Employer contribution generosity

Median per active participant: $2,227
Plans with $0 employer match: 5,003 (21.7%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	20,296	$341.4B	263,864	0.42%	$2,224
2023	22,209	$411.6B	316,675	0.36%	$2,227
2024	23,089	$444.8B	333,612	0.37%	$2,227

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "Georgia" includes 23,089 plans for plan year 2024. Medians use percentile_cont over reported values; zero/null values are excluded from rate-style metrics.

Citation: PlanProvider.Pro, Form 5500 Benchmarks 2024. Free for editorial use with attribution + link to https://planprovider.pro/benchmarks/state/georgia.