Oklahoma Retirement Plan Benchmarks

Statewide benchmarks across every Form 5500 filer headquartered in the state. Sourced from 6,540 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 6,540
Total assets: $57.1B
Total participants: 101,463
Median expense ratio: 0.49%
Median employer contribution per active participant: $2,001
Median account balance: $56,134
3-year asset growth (2022–2024): +44.1%

Expense ratio distribution

25th percentile: 0.16%
Median: 0.49%
75th percentile: 1.42%

Where the fees go (average mix)

Admin / Recordkeeping: 25.0%
Investment Management: 12.9%
Audit: 2.3%
Legal: 0.1%

Employer contribution generosity

Median per active participant: $2,001
Plans with $0 employer match: 1,150 (17.6%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	5,959	$39.6B	83,166	0.55%	$1,905
2023	6,394	$50.9B	95,545	0.50%	$2,056
2024	6,540	$57.1B	101,463	0.49%	$2,001

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "Oklahoma" includes 6,540 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/oklahoma.