It's a simple question: does it violate any EULA rules if I extract data straight out of the archive (binary) files? If it does, what is the rationale behind it?
You should read the EULA that you accepted when you downloaded and installed the software. You cannot look at this only from a technical perspective, but rather from an intellectual properties perspective. If you follow the similar line of question, you would be asking why you cannot simply de-compile a .NET application, which is trivial to do.
The End User License Agreement (EULA) can be found here.
Retrieving data ...