Georgia Retirement Plan Benchmarks

Statewide benchmarks across every Form 5500 filer headquartered in the state. Sourced from 23,098 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 23,098
Total assets: $444.8B
Total participants: 333,841
Median expense ratio: 0.37%
Median employer contribution per active participant: $2,225
Median account balance: $53,425
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: $2,225
Plans with $0 employer match: 5,008 (21.7%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	20,313	$341.5B	264,652	0.42%	$2,224
2023	22,217	$411.7B	316,909	0.36%	$2,227
2024	23,098	$444.8B	333,841	0.37%	$2,225

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "Georgia" includes 23,098 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.