CITI RETIREMENT SAVINGS PLAN · STAMFORD, CT · plan year 2024
Reported admin expense ratio · 2024
0.09%
Peer grade: C+· admin costs + employer contributions vs same-size plans · how grading works
Citigroup Inc. reported $20,408,429 in plan administrative expenses for 2024: 0.09% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,841 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio has held roughly steady near 0.093%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2nd-largest of 1,106 plans among Connecticut employers on file, and the 3rd of 4,798 in finance & insurance. In 2024, employees put in $1.50 for every $1.00 the employer contributed.
Plan summary
Net assets, end of year$23,230,210,784
Participants with balances117,203
Active participants74,487
Employer contributions$584,072,828
Employee contributions$878,910,062
Employer contribution per active participant$7,841
Employer contribution per active participant$7,841
Median for plans this size$5,259
2024$7,841 per active participant
2023$6,842 per active participant
2022$5,985 per active participant
Citigroup Inc.'s 2024 employer contribution ran above the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
What these fees cost you
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Source: U.S. Department of Labor, Form 5500 series, EIN 521568099 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.