Oklahoma Retirement Plan Benchmarks

Statewide benchmarks across every Form 5500 filer headquartered in the state. Sourced from 6,953 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 6,953
Total assets: $53.5B
Total participants: 1,558,997
Median expense ratio: 0.21%
Median employer contribution per active participant: $2,021
Median account balance: $54,669
3-year asset growth (2022–2024): +20.1%

Expense ratio distribution

25th percentile: 0.06%
Median: 0.21%
75th percentile: 0.44%

Where the fees go (average mix)

Admin / Recordkeeping: 35.8%
Investment Management: 42.4%
Audit: 5.8%
Legal: 0.3%

Employer contribution generosity

Median per active participant: $2,021
Plans with $0 employer match: —

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	6,927	$44.6B	1,673,107	0.35%	—
2023	6,997	$50.7B	1,655,912	0.22%	—
2024	6,953	$53.5B	1,558,997	0.21%	$2,021

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "Oklahoma" is served from the accepted-generation projection 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/oklahoma.